See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,029 | $63,346+128.9% | $92,233+57.2% | $70,131+106.8% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 4.38% | 530.12%-525.7pp | 176.28%-171.9pp | 73.14%-68.8pp |
| Employer contribution / active EE | $1,926 | $2,471-22.1% | $3,679-47.7% | $2,342-17.8% |
| Participant deferral / active EE | $4,496 | $2,854+57.6% | $3,897+15.4% | $3,332+35.0% |
| Admin fee / account holder | $971 | $3,840-74.7% | $5,194-81.3% | $4,645-79.1% |